Central Glass (4044) Investor update summary

Business overview

• FY2025 forecast electronic materials sales of ¥248億, versus ¥242億 in FY2024; semiconductor gases accounted for 80% of FY2024 sales.

• Portfolio serves semiconductor front-end processes with high-purity process and etching gases, photoresist materials and pattern-collapse preventers.

• AI-related demand is driving semiconductor market growth, with logic-oriented products supporting recent sales expansion.

Competitive strengths

• Longstanding joint development with semiconductor and equipment makers supports product differentiation and proprietary materials.

• Two overseas and two domestic research centers connect development, medium-volume production and mass-production facilities to accelerate commercialization.

• Integrated production from fluorite to finished products supports supply-chain resilience; overseas sales and manufacturing networks are strongest in Taiwan and South Korea.

Strategy and growth targets

• Phase 1 (FY2025–FY2027): expand high-function materials with environmental performance, strengthen existing products and sales, and develop manufacturing bases in Taiwan and South Korea.

• Phase 2 (FY2028–FY2030): enter new markets and expand global sales and production bases, backed by selected development themes and growth investment.

• Electronic materials sales target: ¥470億 by FY2030, supported by successive launches of new and existing products.